Email Marketing Manager

Modified on Mon, 14 Oct at 5:13 PM

The Email Marketing Manager allows for shops to create their own email marketing campaigns and send them to their newsletter subscribers.

TABLE OF CONTENTS

Email Marketing Manager - Overview
Creating a New Email Campaign
Editing an Existing Campaign
- Editing and Adding Content:
- Editing Rows
Sending Email Campaigns
Managing Customers on the Newsletter Subscribers List
FAQ

Email Marketing Manager - Overview

The Email Marketing Manager is located under Marketing > Marketing Tools > Email Marketing Manager.

From this page you will be able to perform the following actions:

Create new email campaigns
Edit existing email campaign drafts
Duplicate an existing email campaign
Delete any existing email campaign drafts

Creating a New Email Campaign

To create a new campaign you will first click the Create Campaign button.
This will open the a view where you can select a Template or Star from Scratch.
To select a template, mouse over and select Start Designing.
You may also select Preview while mousing over a template to get a fuller look at the template.
Once you have selected a template for the campaign you will be taken to the editing page for the campaign.
By default the store logo and social media icons will be auto populated for the new campaign based upon the appropriate settings being filled out (Logo for Emails located in the Settings > Store Info page and Social Media URLs located under Settings > Website Settings > Social Media)

Note: The template list may be updated in the future to include new designs.

Editing an Existing Campaign

Once you have created a new campaign you may start editing.

Notes on Editing:

Auto-Save: Each edit will be automatically saved.
Undo/Redo Buttons: In the Bottom Left of the email editor, you can select to Undo or Redo recent edits.
Desktop vs Mobile View: In the top right, you may switch editing views between Desktop and Mobile.
Mobile Edits: Some settings can be saved specifically for the mobile view of your email. For example, you can set a different Font-Size for Mobile than for Desktop to make sure the text looks correct on a phone screen.
Preview: In the top left of the email editor, under Actions you may see a Preview version of your email. This also allows to switch between Mobile and Desktop views.

it is possible to edit the layout through two methods, editing content or editing rows.

Editing and Adding Content:

For email Editing Content refers to editing the items you can place in your email campaign via the Content tab on the right of the editor (i.e. Title, Paragraph, Image, etc.).

Edit:

To edit Content, you will Click what you want to Edit.
To edit text on items such as Buttons, Titles, and Paragraphs, after it is selected you may directly change the text.
Further options are available under the Content Properties column located on the right side of the editor, such color, padding and more.
You may drag and drop existing content to move where it is located in your email.

Add:

To add content, locate the Content button at the top of the right hand column of the editor.
After locating what content you would like to add, you can drag and drop it into a Row in the email editor. For example, you could select the Paragraph option and drag it below an image and begin adding text.
Once added, you may start editing your content.

Editing an Image:

To edit an image, select the image and then click Change Image under the Content Properties in the right hand column.
From here, you can select to upload a new image.
Alternatively, you can also change an image to any previously uploaded images to your email editor.
You can also add Effects to your images by selecting an image then clicking Apply effect. These effects will allow you to make additional customizations to an existing image on your draft.

Editing Rows

Editing Rows refers to editing the rows you can place in your email campaign via the Row tab on the right of the editor.
To edit any Row you will need to click on the row itself (i.e. The blank space to the left or right of the Content items). After clicking on the row you will be able to edit the details of the row via the Row Properties window in the right side of the editor.
You will be able to edit the background, border, and column number via the properties window.

Note: Only email campaigns with the status "Draft" can be edited or deleted.

Sending Email Campaigns

There are two ways to send your email campaigns once they are ready for your customers:

Send Test Email - You will use this button to send out a test version of the email campaign to a specified email address so you can check what the email will look like for your customers.
Send Email - Allows you send out the email campaign to all customers currently subscribed on the Marketing > Communications > Newsletter Subscribers list.

Note: Using the Send Email button will change the campaign status from Draft to Sending/Sent which will prevent any further edits to the email campaign from being performed.

Email campaigns will be sent to all customers on a shop's Newsletter Subscribers List. There are a few ways a customer can be added to the Newsletter Subscribers List:

Enabling the checkbox when checking out on the shop's website
The Newsletter Subscription bar located in the shop's website footer
Enabling the checkbox on the Take Order page of the POS when processing an order
Enabling the checkbox under the customer's account view accessed by Orders > All Customers > Edit > Marketing > Subscribed to Email Marketing

The newsletter checkbox for the Take Order page can be automatically enabled/disabled via a setting located under Settings > POS Settings > Advanced Settings > Email Newsletter Checkbox Checked.

If a would like to unsubscribe a customer from the Newsletter Subscribers List you can use the checkbox present under the customer's account view or from Marketing > Communications > Newsletter Subscribers.

FAQ

How Are Customers Added to The Newsletter Subscribers List?

Answer: There are a few means of adding customers to the Newsletter Subscribers list:

POS:

The Subscribed To Email Marketing checkbox located under the Marketing tab of a customer account (Located under Orders > All Customers)

By having the checkbox Email Marketing enabled on the Take Order page when creating an order

Web:

The customer can subscribe with the Newsletter field located in your website footer

The customer can also be added to you Newsletter Subscribers if the Send me News and Updates checkbox is enabled when completing their order on you website's checkout

Note: The Email Marketing checkbox is enabled by default on the Take Order page.

How Can I Have The Email Marketing Checkbox Disabled by Default on The Take Order Page?

Answer: You can set the Email Marketing checkbox to be disabled by default on the Take Order page by going to Settings > POS Settings > Advanced and changing the setting Email Newsletter Checkbox Checked to the disabled status.

Note: Remember to click the Save button after making any edits on the POS Settings page.

How Can I View The List of my Newsletter Subscribers?

Answer: You can check your Newsletter Subscribers list by going to Marketing > Communications > Newsletter Subscribers.

Note: When you are onboarded for the Email Marketing Manager we will add any existing customers currently attached to your previous emailing list to your Newsletter Subscribers list to ensure it is up to date.

How Can a Customer Unsubscribe From The Newsletter?

From your website if they go to their account info page under Newsletter Subscriptions by disabling the General Subscription checkbox

By clicking the link to unsubscribe in the footer of the emails sent to them from your shop

What Happens When a Customer Unsubscribes From The Newsletter?

Why Does my Email Campaign Show The Sending Status Despite Having Been Sent?

How Can I Update my Social Media Links?

How Can I Update my Logo For The Email Campaigns?

Answer: The logo displayed on your email campaigns will be the one added under the Logo for Emails setting. This setting can be accessed by going to Settings > Business Settings > Store Info.